WORKDAY MOBILESetup Tutorial

Enjoy Workday on the Go!

• Workday Mobile goes wherever you go and can be accessed 24/7.

• It is compatible with iPad, iPhone, and Android devices.

• Workday Mobile can be accessed through the Workday App, Okta App, or the Website

(https://irsc.okta.com).

As an employee, you can change personal information, such as emergency contacts, address,

phone numbers, and much more. You can also view detailed pay stubs, request time off, and print

W2s.

As a manager, you can do your work on the go. Access your dashboard reports, approve your

task requests, and much more.

Workday Mobile

Access Workday Anywhere, Anytime!

Workday Mobile App

• Built specifically for iPhone/iPad and Android devices, and downloadable

through the Apple App Store and Google Play.

• Give users simple, intuitive, and convenient access to useful functionality

when on-the-go.

• Best suited for managing some tasks in your inbox and viewing

information, such as your personal information, payslips, and inbox items.

Workday Mobile App

Workday Mobile App

MODELS OPERATING SYSTEM DOWNLOAD

APPLE All Models - iPhone and iPad iOS9 or Higher App Store - iTunes

ANDROID All Models 4.4 or Higher Google Play Store

For the Full Workday Mobile App experience on mobile devices:

Workday Mobile Setup TutorialDownload & Install the Workday App:

Apple (iPhone or iPad)

https://itunes.apple.com/app/workday/id316800034

Android

https://play.google.com/store/apps/details?id=com.workday.workd

roidapp

Download the app:• iPhone/iPad (Apple App Store)• Android devices (Google Play)

Or use the link for your device:

Configure the Workday App:On your mobile device, tap on the respective configuration link and open with Workday.

Apple (iPhone or iPad)

workday+https://wd5.myworkday.com/irsc

Android

https://myworkday.com/open-android//wd5.myworkday.com/irsc

Configure the Workday App:

Accept the changes Tap ‘Let’s get started’ Agree to the terms and conditions.

Configure the Workday App:Sign in to Okta Tap ‘Send code’.

You should receive a code via text.

Enter the authorization codeand tap ‘Verify’.

Set Up Mobile PIN

A prompt displays, asking if you want to set up a PIN. Setting up a PIN allows you to

log into your mobile Workday application without entering your Username and

Password with each login. (Note: if you do not want to set up the mobile PIN, tap ‘Skip’.)

1. Enter a PIN between 6 to 8 characters long.

2. Tap the checkmark.

3. Confirm the PIN by entering the 6 to 8 characters again,

and then tapping the checkmark.

Signing Out

Navigate to the Profile:

1. From the Home page, tap the menu button

in the top left corner.

2. Tap on your name and picture.

3. Tap Sign Out.

Home Page Functionality

✓Check and approve Inbox items (limited)

✓See Notifications

✓View Time Off Balances

✓Request Time Off

✓View Schedule

✓Enter Time

✓View, Create, and Edit Expenses and Expense Reports

✓View Payslips

✓Find Jobs

✓Track Applications

✓Access Dashboards (limited)

Profile Action Menu Functionality

✓View Benefit Elections, Beneficiaries, Dependents✓Edit Travel Profile✓View and Change Contact Information✓View and Change Personal Information✓View and Change Names✓View and Change ID Information✓Request Leave of Absence✓View Worker History✓Maintain Worker Documents✓View Union Membership History✓View Feedback✓Edit Goals✓View Employee Reviews

Navigate to Your Workday Profile - Android

Navigate to the Profile:

1. From the Home page, tap the menu button in the top

left corner.

2. Tap on your name and picture.

Profile Menu Actions:

1. Tap the menu icon in the top right corner.

Navigate to Your Workday Profile – iPhone & iPad

Navigate to the Profile:

1. From the Home page, tap your picture in the upper

right corner.

2. Tap on ‘View Profile’ under your name.

Profile Menu Actions:

1. Tap the menu icon in the top right corner.

1. Tap your Profile icon.

2. Tap Personal Data.

3. Tap the section you want to Change.

4. Tap the section where you want to update

the information, and then make your edits.

5. Once completed, tap Done.

6. Enter comments at the bottom of the page,

and then tap Submit.

A confirmation page displays and lists any

needed approval.

Change Your Personal Information

Navigate the Workday Home Page

To Navigate the Workday App for iPhone/iPad and Android:

1. From the Home page, swipe up or down to scroll through

available worklets.

2. Tap any worklet to open its corresponding actions.

3. To return to the Home page from any screen, tap the Home

icon ( iPhone or iPad) or the back arrow (Android).

The home page of your mobile application has less worklets

than the desktop version.

Rearrange Worklets & Change Background Color

Move a worklet:

1. From the Home page, hold and drag it to the desired

location.

2. Tap Save (iPad & iPhone) or (Android).

Change the Background Color:

1. To change the background color of your Home page, tap one

of the color circles (green, blue, or orange).

2. Tap Save (iPad & iPhone) or (Android).

Search for Employees by Name

Search makes it easier to find the people you access most.

From the Home page:

1. Tap the Search icon. Enter the employee’s name you

want to find in the Search field.

2. Scroll vertically to view team or show/collapse option.

3. Enter the employee name you want to find in the Search

field.

View Your Inbox

The Inbox is your personal activity stream. Your inbox includes

actions (e.g., Approvals and To Dos) sent to you as a result of

actions performed within Workday.

From the Inbox worklet:

1. Tap the Actions tab to access the corresponding

information.

2. Select an item to view more details.

If all actions have been taken care of, the "Nothing Here. It

looks like you're caught up" message is displayed.

View Your Notifications

Your Notifications includes status updates sent to you as a

result of actions performed within Workday.

From the Notifications worklet:

1. Select an item to view more details.

Navigate the Org Chart

The Org Chart helps you identify where you and others

fit into the overall structure of the organization.

From the Org Chart worklet:

1. Select an image or a group of stacked images in the hierarchy

to see how groups and individuals are connected within the

organization.

2. Swipe up or down, right or left to easily navigate through the

org chart.

3. Tap a Profile image to view a worker’s profile page.

4. Tap the Home icon (iPhone or iPad) or the back arrow

(Android) to return to the Home page.

Request Time Off

The Time Off worklet displays your time off balances (as of

today’s date) and time off details. You can also use it to request

time off.

From the Time Off worklet:

1. Tap Request Time Off (iPhone or iPad) or View and

Request Time Off (Android).

Request Time Off Cont.

A calendar is displayed.

From the Time Off worklet:

1. Tap the date (or dates) you want to request for time off to

highlight them. To deselect a date (or dates), tap the

highlighted date (or dates).

2. Tap Days – Request Time Off.

Request Time Off Cont.

The Time Off Types screen is displayed

1. Select the Time Off Type.

The Review Time Off screen is displayed.

2. (Optional) Tap a day to adjust the number of hours for each

day.

If necessary you can enter a comment.

3. Tap Submit (iPhone) or tap Done (Android).

A confirmation message is displayed. Your request is routed

to your manager for review and approval.

Enter Time Worked

Use the Time Tracking worklet to enter time.

From the Time Tracking worklet:

1. Tap Enter Time.

The calendar for the week is displayed.

Enter Time Worked Cont.

The calendar for the week is displayed.

1. Tap a day of the week to enter your time entry. You can also

use the Auto-Fill feature to automatically enter your time

based on the time you entered in a previous week.

2. Tap Add New.

The Enter Time screen is displayed.

Enter Time Worked Cont.

From the Enter Time page:

1. In the Time Type field, tap the Prompt symbol, and then tap the

appropriate type.

2. Tap the Hours field, and then tap the appropriate hours you

worked.

3. In the Add Comment field, enter any additional information.

4. Tap OK.

The Enter Time screen is re-displayed. If the information is

entered incorrectly, an error message is displayed.

View Your Pay Slip

From the Pay Slip worklet:

1. Select the pay history that you want to view, and then tap the

corresponding date.

You are able to see both the Gross and Net Pay, how the money

was dispersed, and year-to-date information.

1. To view the actual pay slip, tap View PDF Statement.